Financial Services Specialist

4 weeks ago


Leicester, Leicester, United Kingdom Employal Careers Full time

Are you looking to elevate your career in a progressive business? We have an exciting opportunity for a motivated and ambitious individual to join our team as a Financial Services Specialist at Employal Careers.

The role involves managing specific relationships with both customers and internal stakeholders, acting as the first point of contact with customers, reviewing MI for providers, and articulating this to customers and senior management. You will also be responsible for managing and using data to ensure conversions are maximised, responding to customer enquiries, and working to deadlines to ensure client queries are dealt with in a timely manner.

This is a full-time permanent position that offers a competitive salary of £32,500 per annum. If you have experience in financial services administration and are looking to take your career to the next level, we encourage you to apply.

Key Responsibilities:

  • Managing specific relationships with both customers and internal stakeholders
  • Acting as the first point of contact with customers in your portfolio
  • Reviewing MI for providers and articulating this to customers and senior management
  • Managing and using data to ensure conversions are maximised
  • Responding to customer enquiries including following up on old enquiries when necessary
  • Working to deadlines, ensuring client queries are dealt with in a timely manner
  • Updating client profiles always ensuring accuracy
  • Working to FCA guidelines
  • Supporting management with their administrative needs
  • Escalating client issues with the tech team


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